U.S. Environmental, Social, and Governance (ESG) Investing 2020
Shifting Environmental and Social Systems Push Asset Managers to Get More Responsible
Assess ESG Supply and Demand
- Evaluate how asset managers are enhancing their core processes and product lineups to manage ESG risks, align their values, and enhance returns
- Analyze the state of the U.S. ESG market, including methods of responsible investing and detailed market sizing
- Review ESG and impact reporting methods, frameworks, and tools used, as well as the availability and quality of ESG data that underpins these reports
- Gain insight into asset managers’ product development, ESG integration, and active ownership activities
- Evaluate the ESG product landscape and implications that the state of affairs has for asset managers
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This report defines what constitutes an environmental, social, and governance (ESG) investing framework and analyzes the various ways that asset managers and asset owners are incorporating ESG into their investment decision-making from both a product and process standpoint. The report not only assesses the true demand for ESG strategies among both client types, but also assesses which elements of ESG matter most to institutional and retail investors.
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A Note from the Author
What’s Driving Responsible Investing?
Michele Giuditta, CFA
Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.
Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.
Full biography here.
Environmental, social, and governance (ESG) investing is becoming a more important component of winning and losing investment mandates. Our research finds that nine of the top-10 consultants use a formal ESG rating process or take ESG considerations into account as part of the overall manager recommendation. Similarly, more than one-third (39%) of institutional asset owners score investment managers based on their ESG integration approach. More than half (54%) of asset owners surveyed incorporate ESG considerations into their investment decision making to align investment objectives with organizations’ values.
To help maintain existing business and win new mandates, managers advertising their ESG capabilities need to display consistency and commitment at the firm level, demonstrating how the firm incorporates ESG criteria and providing transparency into active ownership activities—proxy voting, engagement, and shareholder resolution activities—to show alignment with the firm’s stated beliefs and views. To learn more about how ESG is shaping the manager evaluation process and how to stay ahead, contact us about our U.S. Environmental, Social, and Governance Investing 2020 report.
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